LWMT
QTS

Legacy Wealth Management (Tennessee)’s QTS REALTY TRUST, INC. QTS Stock Holding History

Legacy Wealth Management (Tennessee)’s Portfolio QTS Stock Details QTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-123
Closed -$6.11K – 72
2016
Q4 		$6.11K Buy
+123
New +$5.94K ﹤0.01% 54

Other funds holding QTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s QTS Position: Q1 2017 in Review

Legacy Wealth Management (Tennessee) sold out of QTS REALTY TRUST, INC. (QTS) in Q1 2017, closing a stake of 123 shares — an estimated $6.11K sold.

Legacy Wealth Management (Tennessee) first reported a position in QTS in Q4 2016 and held it in 1 quarter. The position peaked at $6.11K in Q4 2016. 190 funds tracked by Wall St. Rank hold QTS as of Q1 2017.

  • Legacy Wealth Management (Tennessee) reported no remaining QTS REALTY TRUST, INC. position as of Q1 2017 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 123 QTS REALTY TRUST, INC. shares in Q1 2017, an estimated $6.11K.
  • Legacy Wealth Management (Tennessee) first reported a position in QTS REALTY TRUST, INC. in Q4 2016 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s QTS REALTY TRUST, INC. position peaked at $6.11K in Q4 2016.
  • 190 funds tracked by Wall St. Rank held QTS REALTY TRUST, INC. as of Q1 2017.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2017, filed 19 Apr 2017.